Senior Financial Analyst

Inland Empire Utilities Agency; Chino (CA); On-site; USD 95,000 - 125,000; Full time

Job summary

The Inland Empire Utilities Agency (IEUA) is seeking a Senior Financial Analyst who leads the Finance team, ensuring accurate financial analyses, reports, and recommendations for leadership and stakeholders. The role demands strong Excel modeling, GASB/GAAP/FASB knowledge, and the ability to guide junior staff through complex projects.

You will develop budgets, monitor investments, and present data-driven insights to support strategic decisions and long-range planning in a public utility setting.

Qualifications

• Graduation from an accredited four-year college or university with a major in accounting, business or public administration and at least seven years of progressively responsible experience.
• A master's degree in business administration or public administration is highly preferred.

Responsibilities

• Oversee the work of analysts and support staff, providing guidance and quality review.
• Perform complex financial, statistical, and budget analyses to support budget development and planning.
• Lead the preparation of quarterly budget variance reports and other ongoing financial reports.
• Develop and maintain sophisticated financial models; evaluate rates, capital projects, financing alternatives, and other strategic initiatives.
• Ensure appropriations remain consistent with Board approvals and manage financial resources responsibly.

Skills

Public agency financing

Budgeting & planning

Financial modeling with Excel

GASB/GAAP/FASB knowledge

Leadership & communication

SAP experience

Education

Bachelor's degree in Accounting, Business or Public Administration

Master's degree in Business Administration or Public Administration preferred

Tools

SAP

Microsoft Excel

Job description

THE POSITION:

The Inland Empire Utilities Agency (IEUA) is seeking an experienced Senior Financial Analyst who thrives in a busy, fast-paced environment and can successfully manage multiple complex assignments and competing priorities. Serving as a working lead within the Finance team, this position will oversee the work of analysts and support staff while providing clear technical guidance, mentorship, and quality review of analysts' assignments. The position requires a highly accountable professional who takes ownership of work products and ensures that financial analyses, reports, and recommendations are accurate, reliable, clear, timely, and responsive to the needs of Agency leadership and stakeholders.

The successful candidate must possess excellent analytical and problem-solving skills and be able to perform complex financial, statistical, and budgetary analyses that support the Agency's budget development, ongoing financial reporting, and long-range financial planning. Key responsibilities include monitoring and coordinating investment activities to safeguard principal and optimize earnings; leading the preparation of quarterly budget variance reports and other ongoing financial reports; participating in the development of operating and capital budgets; developing and maintaining sophisticated financial models; and supporting the evaluation of rates, capital projects, financing alternatives, and other strategic initiatives. The position will also help ensure that appropriations remain consistent with those approved by the Board of Directors and that the Agency's financial resources are responsibly managed to meet operational and long-term capital needs.

The Senior Financial Analyst will prepare and present accurate, well-supported reports and recommendations to management, governing boards, Agency personnel, customers, regulatory agencies, grantors, investors, and other stakeholders in accordance with GAAP and applicable GASB and FASB standards. The Senior Financial Analyst will also collaborate with internal departments, consultants, financial and investment advisors, and other partners to strengthen budget monitoring, financial planning, investment management, and decision-making across the Agency.

The ideal candidate is a strategic and accountable professional with demonstrated expertise in public agency finance and budget planning and management; advanced proficiency in Excel for financial modeling, analysis, and forecasting; and strong leadership and communication skills. The ability to prioritize effectively, adapt quickly to changing demands, manage multiple deadlines, provide meaningful guidance to junior staff, and consistently deliver high-quality work products is essential to success in this role.

EDUCATION, TRAINING AND EXPERIENCE:

Graduation from an accredited four-year college or university with a major in accounting, business or public administration or a closely related field, and at least seven years of progressively responsible experience in performing complex financial, statistical and budgetary analyses, preferably in a governmental agency or public utility; or an equivalent combination of education, training and experience. A master's degree in business administration or public administration is highly preferred.

LICENSES; CERTIFICATES; SPECIAL REQUIREMENTS:

A valid California Class C driver's license and the ability to maintain insurability under the Agency's vehicle insurance program.

Certified Government Financial Manager (CGFM) certificate from the Association of Government Accountants or equivalent certification in government budgeting/accounting is desired.

Skills and Abilities:

• Demonstrated knowledge of public agency financing, budget preparation and management, and long-range financial planning, including application of GASB, GAAP, and FASB standards in a governmental setting.
• Proficient in advanced financial and statistical analysis techniques, with the ability to evaluate investment opportunities, assess financing scenarios, and develop clear, data-driven recommendations.
• Intermediate to advanced level skills in SAP and Microsoft Excel for financial modeling, forecasting, data management, and preparation of complex financial reports and presentations.
• Strong leadership and communication abilities, with a proven capacity to provide technical guidance, train staff, oversee complex projects, and present financial information effectively to management, governing boards, and external stakeholders.

About Us:

The Inland Empire Utilities Agency is a regional wastewater treatment agency and wholesale distributor of imported water to approximately 950,000 people across 242-square miles in western San Bernardino County. Under the leadership of a directly elected five-member Board of Directors, the Agency is committed to supporting the needs of its service area and safeguarding public health through significant investments in a diverse water supply portfolio, reliable municipal/industrial wastewater collection and treatment services, and other related utility services in a regionally planned and cost-effective manner.

As a member agency of the Metropolitan Water District of Southern California (Metropolitan), IEUA provides supplemental water supplies, primarily via the State Water Project (SWP) for distribution among nine retail agencies. IEUA also replenishes local groundwater supplies with captured stormwater and recycled water produced by IEUA that is later extracted by local water agencies for use as a drinking water supply.

At IEUA, we pride ourselves on fostering a culture that promotes growth, accountability, and collaboration. Our eight organizational attributes are the foundations of our success and guide us in our daily operations.

• Safety- We are committed to maintaining a safe and healthy work environment for all employees.
• Continuous Learning and Improvement- Our commitment to professional development ensures that our team members are always equipped with the latest knowledge and skills.
• Efficiency- We strive to optimize our processes and resources to deliver the highest quality services in the most effective manner.
• Collaboration- By leveraging diverse perspectives and expertise, we create innovative solutions and drive our mission forward.
• Accountability- By owning our responsibilities, following through on our commitments, and doing the right thing when no one is looking, we ensure that we meet our goals and uphold our standards of excellence.
• Coaching for Performance- Our leaders are committed to providing guidance and support to help team members reach their full potential.
• Respect- We value each individual's contributions and treat everyone with dignity and consideration.
• Employee Engagement- By fostering a sense of belonging and purpose, we ensure that our employees are motivated and invested in our mission.

Click the links to learn more about our Agency's Mission, Vision, and Values, including our Strategic Plan.

SELECTION PROCESS:

There is (1) vacancy in the Finance Department.

This recruitment is being conducted to fill (1) vacancy and will establish an eligibility list which may be used to fill future vacancies as they occur during the active status of the eligibility list.

Salary Range: PR 183

FLSA: Exempt

Probationary Period: 12 months

All employment applications will be reviewed for accuracy, completion, relevant experience, education, training and other job-related qualifications. Applicants with the strongest background relating to the responsibilities of this position will be invited to participate in the testing process which may include one or more of the following: written test, oral interview, performance/practical examination. The successful candidate will be required to pass a background/reference check and pre-employment physical examination including a drug screen (for safety sensitive position) at no cost to the candidate. Please visit our website at www.ieua.org and select the Human Resources Department for additional information regarding the Agency, the hiring process and benefit information.

Any applicant requiring reasonable accommodation during the selection process due to a qualified disability must inform the Human Resources Office at [phone] or [e-mail] at least 72 hours in advance of the need for accommodation.

The Inland Empire Utilities Agency does not sponsor employment visas at the time of hire or during the course of employment. All applicants and employees must be legally authorized to work in the United States at the time of application and throughout the duration of employment.

THE PROVISIONS OF THIS ANNOUNCEMENT DO NOT CONSTITUTE A CONTRACT, EXPRESSED OR IMPLIED, AND ANY PROVISION CONTAINED IN THIS BULLETIN MAY BE MODIFIED OR REVOKED WITHOUT NOTICE.

The Agency's success is obtained by creating a positive and diverse work environment which recognizes individual differences and experiences.